See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $782,222 | $99,341+687.4% | $84,750+823.0% | $273,961+185.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.15% | 22.93%-17.8pp | 22.78%-17.6pp | 41.45%-36.3pp |
| Employer contribution / active EE | $20,306 | $4,214+381.9% | $3,574+468.1% | $4,869+317.1% |
| Participant deferral / active EE | $24,000 | $4,269+462.2% | $3,712+546.6% | $5,287+353.9% |
| Admin fee / account holder | $2,138 | $6,644-67.8% | $5,332-59.9% | $10,132-78.9% |